Excessive remediation efforts to increase demand for heavy trucks is expected to release


Recently, five ministries and commissions including the Ministry of Industry and Information Technology, the Ministry of Public Security, and the Ministry of Communications jointly issued the "Circular on the Implementation of Special Renovation Actions for the Unlawful Refit of Freight Cars," intensifying efforts to crack down on illegal refitting of trucks, and focusing on preventing and curbing illegal violations of trucks from the source. . In the severe investigation of truck overloading and overloaded downstream demand, the heavy truck industry boom will continue to improve.


It is understood that this special rectification of illegal truck refitting is carried out in three phases: the first phase is the deployment phase of mobilization, the formulation of implementation plans, the detailed division of tasks, and the promotion of public opinion propaganda; the second phase is the focus of remediation and the organization of specialized forces. Comprehensively carry out inspection and rectification work; the third stage is to summarize and improve the stage, sort out the situation, sum up experiences, and establish a sound long-term mechanism for governance. The special rectification actions defined the key tasks of corporate comprehensive inspection, product consistency supervision, sales link supervision, registration registration, joint law enforcement, and other aspects, and put forward work requirements such as comprehensive investigation and rectification, intensified publicity and guidance, and a sound working mechanism.

From the perspective of industry development, with the small growth of the highway logistics market and the implementation of the GB1589 standard and the ultra-super limits policy, the heavy-duty truck market is showing signs of recovery and sales have increased significantly. According to data from the China Commercial Vehicles Network, last year heavy trucks produced and sold 714,400 units and 732,900 units, an increase of 38.29% and 33.08% year-on-year. In addition, the gradual recovery of commodity prices has stimulated the vitality of market transactions and driven the development of related logistics and transportation industries. At the same time, the integration of the logistics industry and the transformation of high-end and high-efficiency vehicles will also stimulate the heavy truck industry.

The in-depth development of the “Belt and Road” project and the strengthening of international capacity cooperation will bring support to the heavy truck export. At the same time, the Beijing-Tianjin-Hebei coordinated development plan has been implemented, the development of the Yangtze River Economic Belt has been accelerated, a new round of the revitalization strategy of the old industrial base in the Northeast has been implemented, and the promotion of major projects such as the inland waterway and the construction of the city's underground pipeline network will also boost demand in the heavy truck market. At present, the main heavy-duty truck production and sales companies include FAW Group, Dongfeng Group, CNHTC Group, Shaanxi Automobile Group, Beiqi Foton, Anhui Jianghuai, Chengdu Universiade, and Shanghai Iveco Hongyan. According to statistics from the China Association of Automobile Manufacturers, the production and sales volume of the top five manufacturing companies has occupied more than 80% of the market share, and the industry is highly concentrated.



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